Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.9K Sell
1,572
-556
-26% -$27.9K 0.03% 136
2025
Q1
$100K Buy
2,128
+1,577
+286% +$74.4K 0.04% 88
2024
Q4
$29.1K Buy
551
+292
+113% +$15.4K 0.01% 268
2024
Q3
$14.4K Buy
+259
New +$14.4K 0.01% 374
2024
Q2
Sell
-3
Closed -$207 795
2024
Q1
$207 Buy
3
+1
+50% +$69 ﹤0.01% 739
2023
Q4
$163 Hold
2
﹤0.01% 704
2023
Q3
$130 Hold
2
﹤0.01% 699
2023
Q2
$170 Hold
2
﹤0.01% 673
2023
Q1
$223 Hold
2
﹤0.01% 713
2022
Q4
$240 Buy
+2
New +$240 ﹤0.01% 631